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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,959 | $215,361-96.8% | $171,082-95.9% | $273,972-97.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 9.60% | 25.14%-15.5pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $205 | $4,967-95.9% | $4,002-94.9% | $4,869-95.8% |
| Participant deferral / active EE | $893 | $5,543-83.9% | $4,797-81.4% | $5,287-83.1% |
| Admin fee / account holder | $60 | $10,846-99.4% | $8,520-99.3% | $10,133-99.4% |